Associating an Existing Contact

Modified on Tue, 3 Mar at 12:45 AM

Associating an Existing Contact

Click the Search icon leaving the search field blank in the Companies section. This will display the list of all companies that are available in the database. The New Company, Link Company, and New Contacts command buttons will be enabled allowing the user to click on either one.

In the Companies section, use the scroll feature to find the appropriate company. Alternately, enter full or partial criteria in the search field and click the Search

Highlight the row of the Company. This will refresh the list of associated contacts displayed in the Related Contacts section of the form.

Select the contact by using the checkbox in the Select column and click the Link Company Contact command button. From the pop-up window that is displayed next, use the drop-down menu to select one or more roles and then click OK. This will link the contact and the associated company to the lease and it will appear in the Related Contacts section of the form.

*Note: All suppliers deemed to be payment vendors, where the ‘Is Payee’ flag will be denoted as Y, will be received and added to the database through vendor interface as the source for updates will be through the client’s external ERP system. Please refer to the Client’s business defined process.

Figure 1: Contact is linked to the Lease with one Role

Figure 2: Contact is linked to the Lease with more than one role

*Note: To edit the role(s) for a contact that is currently linked to a Lease, simply click on the pencil symbol located to the left of the current role(s) displayed. From the pop-up window that is displayed next, use the drop-down menu to select the one or more new roles required and/or uncheck any existing role(s) which may no longer apply

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